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《大行報告》花旗:內地7月次周乘用車銷量未算強勁 料僅比亞迪、蔚來和廣汽埃安實現按年及按月正增長
花旗發表研究報告指,內地7月首兩星期(7月4日至17日)乘用車銷量按月比較下跌14%,但按年仍增長2%,較首周表現略有改善;而單計第二周,內地乘用車銷量則按周增長11%,表現未算強勁,當中新能源汽車增長9%。 若如第三周和第四週的新能源汽車銷量按周各增長50%,7月份新能源汽車銷量將達到57萬輛,與6月的水平一致,但該行相信較難達到,因此下調7月份新能源汽車銷量預測至按月下跌10%-15%。 花旗估計,只有比亞迪(01211.HK)、蔚來(09866.HK)(NIO.US)和廣汽埃安能夠實現按年及按月正增長,表現較小鵬汽車(09868.HK)(XPEV.US)、理想汽車(02015.HK)(LI.US)及特斯拉(TSLA.US)中國業務優勝。花旗維持比亞迪為行業首選,目標價640元,評級「買入」。
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